Client Testimonials
“The University commissioned PMCL to conduct a review of the University’s endowment investments.
We received a highly professional service which put the University’s specific requirements first and foremost.
The final report was comprehensive, relevant, and full of insight and analysis which has given us a much greater understanding of how our portfolio is performing and how our investment strategy is working.”
EDWARD REEVES, HEAD OF TREASURY
BRISTOL UNIVERSITY
“PMCL Consulting have been incredibly helpful in the time we’ve been working with them. They’ve reviewed and supported us to update our investment policy and strategy, and made clear recommendations to our Board and senior management team on investments and future plans.
They’ve taken the time to understand what we’ve needed as an organisation, and provided tailored support each time.
We’d highly recommend them to anyone looking for professional investment services.”
JESSICA BADLEY, DIRECTOR OF PEOPLE & RESOURCES
BRITISH SOCIETY FOR RHEUMATOLOGY
“PMCL have expertly supported Enginuity’s Investment Committee over the past 2 years, helping us transition to new Fund Managers and navigate the impact of COVID-19.
Their advice is well-informed, timely and clearly presented , enabling us to make decisions confidently.
They should also be commended for the training programme they have delivered to the Investment Committee, keeping us appraised of key developments including ethical investment and diversification.
Highly recommended”
DR. VICKI SAWARD, INVESTMENT COMMITTEE CHAIR
ENGINUITY
Lisa Rose
“We have been very impressed with the support and advice of PMCL in structuring our portfolio to meet our medium- term financial objectives. Always prompt and professional, they have delivered in every way.”
TIM WAGGOTT, FINANCIAL SECRETARY
FALKLAND ISLANDS GOVERNMENT
​“PMCL have been instrumental in supporting our Trustees develop a refreshed investment policy reflecting the organisations current direction and the more uncertain market conditions. That has resulted in a restructure of our holdings, minimising risk, and protecting our funds longer term, whilst also maintaining flexibility for operational needs. They continue to monitor performance, provide regular updates and appropriate recommendations based performance and conditions. Their contribution is greatly valued.”
ANDREW MCLACHRIE, FINANCE DIRECTOR
IAM ROADSMART
“PMCL provided an independent assessment of the performance of our investment managers, setting out benchmarks, current best practice and areas for improvement.
This allowed us to reconfirm and enhance our arrangements, which were already generally satisfied with, without going through a full beauty parade process.”
PAUL NORRIS, FINANCE DIRECTOR
INSTITUTE OF CANCER RESEARCH
“Keele University commissioned PMCL to conduct a benchmark and review of our investment portfolio. We received a tailored review and comprehensive service which highlighted the salient issues for the University. A final report document was prepared which was presented to Committee, and this report will allow the University to take forward the recommendations provided by PMCL.”
TIM COLLIER, ASSOCIATE DIRECTOR OF FINANCE
KEELE UNIVERSITY
“The Leeds Diocesan Board of Finance asked PMCL to review the asset allocation within our investment portfolio to ensure it was aligned with our risk profile and our long-term financial goals. The report produced gave clear recommendations and was supported by thorough analysis and a detailed presentation. I would happily recommend PMCL to others.”
GEOFF PARK, CFO
LEEDS DIOCESAN BOARD OF FINANCE
“PMCL have been extremely helpful to me as a deputy when dealing with complex investments for protected parties under the Court of Protection. They have extensive knowledge and expertise and completely understood our needs and those of our clients”
GILLIAN HITCHEN, PARTNER
IRWIN MITCHELL
“Following the decision to restructure our investment portfolio, PMCL provided excellent strategic advice and subsequent operational support. I highly recommend PMCL Consulting.”
STEVE YOUNG, CHAIR OF FINANCE COMMITTEE
ROYAL ACADEMY OF ENGINEERING
“PMCL Consulting were very easy to work with. PMCL quickly assessed the key issue which was outwith our actual brief. It was helpful that they touched base via a Teams call to check their assessment and draft conclusions were going to meet our needs. Their final report was insightful and very readable, avoiding lots of jargon such that it could be understood by the diverse membership of our Investment Committee.”
ELINOR BOULTON, FINANCE DIRECTOR
ST. COLUMBA'S HOSPICE
“PMCL has been an invaluable support to the CSP in the development and implementation of an investment strategy that meets our organisational objectives. PMCL provides objective and accessible insight, analysis and expertise to help us navigate big and complex decisions with appropriate assurance.“
JON MAWBY
DIRECTOR OF CORPORATE SERVICES AND INFRASTRUCTURE
THE CHARTERED SOCIETY OF PHYSIOTHERAPISTS
“The Pemberton-Barnes Trust engaged PMCL to review its investment strategy as we were seeking to diversify our property portfolio and create a more balanced investment approach. We received a very professional service, based on comprehensive analysis of various investment options and clearly articulated advice on the most suitable route to achieve our goals. PMCL was very flexible in delivering their service and worked with us as we were going through the changes of our Trustee Board. I thoroughly recommend them.”
IAN MCBRYDE, TRUSTEE
THE PEMBERTON-BARNES TRUST
“PMCL has provided Trees for Life with help and guidance about how to ensure its funds are secure and as safe as possible in an uncertain world. They have provided detailed advice in an easily understandable way that has been useful to both the Board at a strategic level and those staff responsible for our finances on a day-to-day basis.”
STEVE MICKLEWRIGHT, CEO
TREES FOR LIFE
